MIM
Macroview Investment Management Portfolio holdings
AUM
$122M
1-Year Return
16.19%
This Quarter Return
+4.16%
1 Year Return
+16.19%
3 Year Return
+55.14%
5 Year Return
+72.24%
10 Year Return
+139.26%
AUM
$65.1M
AUM Growth
+$2.67M
(+4.3%)
Cap. Flow
+$501K
Cap. Flow
% of AUM
0.77%
Top 10 Holdings %
Top 10 Hldgs %
40.63%
Holding
574
New
120
Increased
120
Reduced
76
Closed
74
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$161K |
| 2 |
iShares Gold Trust
IAU
|
$90.6K |
| 3 |
Horizon Kinetics Inflation Beneficiaries ETF
INFL
|
$72.5K |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$71.5K |
| 5 |
Duke Energy
DUK
|
$43.1K |
Top Sells
| 1 |
Janus Henderson AAA CLO ETF
JAAA
|
$78.1K |
| 2 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$53.2K |
| 3 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$38.3K |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$35.5K |
| 5 |
3M
MMM
|
$35K |
Sector Composition
| 1 | Technology | 4.68% |
| 2 | Industrials | 1.62% |
| 3 | Consumer Discretionary | 1.55% |
| 4 | Healthcare | 0.86% |
| 5 | Energy | 0.65% |
